Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
1,562
-32
-2% -$4.99K 0.01% 317
2025
Q1
$262K Buy
1,594
+24
+2% +$3.95K 0.01% 302
2024
Q4
$256K Sell
1,570
-269
-15% -$43.8K 0.01% 302
2024
Q3
$359K Buy
1,839
+37
+2% +$7.23K 0.01% 266
2024
Q2
$312K Sell
1,802
-55
-3% -$9.54K 0.01% 274
2024
Q1
$314K Buy
1,857
+55
+3% +$9.31K 0.01% 284
2023
Q4
$356K Buy
1,802
+78
+5% +$15.4K 0.01% 267
2023
Q3
$300K Sell
1,724
-688
-29% -$120K 0.01% 260
2023
Q2
$415K Buy
2,412
+665
+38% +$115K 0.02% 250
2023
Q1
$291K Sell
1,747
-7
-0.4% -$1.17K 0.01% 275
2022
Q4
$257K Buy
1,754
+15
+0.9% +$2.2K 0.01% 287
2022
Q3
$258K Hold
1,739
0.01% 275
2022
Q2
$299K Buy
1,739
+2
+0.1% +$344 0.01% 270
2022
Q1
$328K Sell
1,737
-73
-4% -$13.8K 0.01% 282
2021
Q4
$442K Buy
1,810
+72
+4% +$17.6K 0.02% 269
2021
Q3
$337K Buy
+1,738
New +$337K 0.01% 286